| Overview |
A professional services automation platform that combines CRM, project management, and billing for service businesses. |
A CRM built specifically for B2B product businesses that integrates stock-aware selling with customer relationship management. |
| Pricing |
Subscription ($24-$49/user/month) |
Subscription ($22-$55/user/month) |
| Key Features |
- CRM
- Project management
- Time tracking
- Billing
- Retainers
- Ticketing
- Email integration
- Client portal
|
- Stock-aware CRM
- Order management
- B2B eCommerce
- Pipeline management
- Inventory integration
- Reporting
- Customer portal
- Xero/QuickBooks sync
|
| Pros |
- Built for services firms
- Automatic time tracking
- Retainer management
- Unified platform
|
- Purpose-built for product businesses
- Inventory awareness
- Good accounting sync
- B2B focus
|
| Cons |
- Complex to set up
- Interface can be busy
- Expensive at scale
- Learning curve
|
- Niche market
- Limited outside product businesses
- Basic marketing tools
- Smaller ecosystem
|
